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U.S. SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
RULE 13E-3 TRANSACTION STATEMENT
(Pursuant to Section 13e-3 of the Securities Exchange Act of 1934)
SUPER 8 MOTELS NORTHWEST II
SEC File No. 2-76453
(Name of the Issuer)
Gerald L. Whitcomb
Columbus Motel Properties L.L.C.
(Name of Persons Filing Statement)
Limited Partnership Units
(Title of Class of Securities)
N/A
(CUSIP Number of Class of Securities)
Gerald L. Whitcomb
General Partner
Super 8 Motels Northwest II
7515 Terminal Street, S.W.
Tumwater, Washington 98501
Telephone: (360) 943-8000
(Name, Address and Telephone Number of Person Authorized to Receive Notices and
Communications on Behalf of Persons Filing Statement)
COPIES OF CORRESPONDENCE TO:
Marion V. Larson
William W. Barker
Graham & James LLP/Riddell Williams P.S.
1001 Fourth Avenue Plaza, 45th Floor
Seattle, Washington 98154-1065
Telephone: (206) 624-3600
Facsimile: (206) 389-1708
This statement is filed in connection with:
[X] The filing of solicitation materials or an information statement
subject to Regulation 14A, Regulation 14C or Rule 13e-3(c) under the
Securities Exchange Act of 1934.
[ ] The filing of a registration statement under the Securities Act of 1933.
[ ] A tender offer.
[ ] None of the above.
Check the following box if the soliciting materials or information statement
referred to above are preliminary copies: [X]
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CALCULATION OF FILING FEE
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Transaction Valuation* Amount of Filing Fee
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$5,447,332 (*Based on purchase price of property) $1,515
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[X] Check box if any part of the fee is offset as provided by Rule 0-11(a) (2)
and identify the filing with which the offsetting fee was previously paid.
Identify the previous filing by registration statement number or the Form
or Schedule and the date of its filing.
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Amount Previously Paid $1,515
Form or Registration No. Schedule 14A
Filing Party Registrant
Date Filed January 6, 1999
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CROSS-REFERENCE SHEET SHOWING LOCATION IN
PRELIMINARY PROXY STATEMENT OF INFORMATION
REQUIRED BY ITEMS OF SCHEDULE 13E-3
Preliminary Schedule 14A (filed
January 6, 1999)
The following is the cross reference sheet required pursuant to general
instruction "F" of Schedule 13E-3. It shows the location in the proxy statement
of the responses of the filing persons to each item and subparagraph of Schedule
13E-3. The information in the preliminary proxy statement is hereby expressly
incorporated herein by reference.
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ITEM IN SCHEDULE 13E-3 LOCATION IN PROXY STATEMENT
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1. ISSUER AND CLASS OF SECURITY SUBJECT TO THE TRANSACTION
(a).......................................................... Summary--The Seller
(b).......................................................... Summary--Required Vote; Beneficial Ownership
(c).......................................................... Summary--Market Information
(d) ......................................................... Summary--Market Information
(e) ......................................................... Summary--Market Information
(f) ......................................................... Summary--Market Information
2. IDENTITY AND BACKGROUND
(a) ......................................................... Summary--The Buyer
(b) ......................................................... Summary--The Buyer
(c) ......................................................... Summary--The Buyer
(d) ......................................................... Summary--The Buyer; Information About the Seller--Directors and
Executive Officers of the Registrant
(e) ......................................................... None
(f) ......................................................... None
3. PAST CONTACTS, TRANSACTIONS OR NEGOTIATIONS
(a)(1) ..................................................... Special Factors--Interests of Affiliates
(a)(2) ..................................................... None
(b) ......................................................... None
4. TERMS OF THE TRANSACTION
(a) ......................................................... Summary--Merger Consideration; The Merger Agreement
(b) ......................................................... None
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5. PLANS OR PROPOSALS OF THE ISSUER OR AFFILIATE
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(a) .........................................................Special Factors--Plans or Proposals of Issuer or Affiliate
Following Merger
(b) .........................................................Special Factors--Plans or Proposals of Issuer or Affiliate
Following Merger
(c) .........................................................Special Factors--Plans or Proposals of Issuer or Affiliate
Following Merger; --Management and Operations of Northwest II
Following Merger
(d) .........................................................Special Factors--Plans or Proposals of Issuer or Affiliate
Following Merger
(e) .........................................................Special Factors--Plans or Proposals of Issuer or Affiliate
Following Merger
(f) .........................................................Summary--Effect of Merger
(g) .........................................................Summary--Effect of Merger
6. SOURCE AND AMOUNTS OF FUNDS OR OTHER CONSIDERATION
(a) .........................................................Special Factors--Source and Amounts of Merger Consideration and
Expenses
(b) .........................................................Special Factors--Source and Amounts of Merger Consideration and
Expenses
7. PURPOSE(S), ALTERNATIVES, REASONS AND EFFECTS
(a) .........................................................Background of the Transaction; Summary--Effect of the Merger
(b) .........................................................Background of the Transaction
(c) .........................................................Background of the Transaction
(d) .........................................................Summary--Effect of Merger; Material Federal Income Tax Consequences
8. FAIRNESS OF THE TRANSACTION
(a) .........................................................Special Factors--Fairness of the Transaction
(b) .........................................................Special Factors--Fairness of the Transaction
(c) .........................................................Summary--Required Vote by Unitholders
(d) .........................................................Special Factors--Conflicts of Interest; Procedural Fairness
(e) .........................................................Special Factors--Conflicts of Interest; Procedural Fairness;
--Fairness of the Transaction
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(f) .......................................... Background of the Merger--Attempted Sale to
Unaffiliated Third Party
9. REPORTS, OPINIONS, APPRAISALS AND CERTAIN
NEGOTIATIONS
(a) .......................................... Special Factors--Business Valuation of
Exvere; -- Independent Appraisal of Motel
Properties by McKee & Schalka; -- Opinion of
Financial Adviser; Opinion of Financial
Adviser--
(b) .......................................... Special Factors--Business Valuation of
Exvere; -- Independent Appraisal of Motel
Properties by McKee & Schalka; -- Opinion of
Financial Adviser; Opinion of Financial
Adviser--
(c) .......................................... Special Factors--Business Valuation of Exvere; --
Independent Appraisal of Motel Properties by
McKee & Schalka; -- Opinion of Financial
Adviser; Opinion of Financial Adviser--
10. INTEREST IN SECURITIES OF THE ISSUER
(a) .......................................... Summary--Market Information
(b) .......................................... Summary--Market Information
11. CONTRACTS, ARRANGEMENTS, OR UNDERSTANDINGS
WITH RESPECT TO THE ISSUER'S SECURITIES....... None; Not applicable
12. PRESENT INTENTION AND RECOMMENDATION OF
CERTAIN PERSONS WITH REGARD TO THE TRANSACTION
(a) .......................................... Summary--Required Vote of Unitholders;
Beneficial Ownership
(b) .......................................... None
13. OTHER PROVISIONS OF THE TRANSACTION
(a) .......................................... Dissenters' Rights of Appraisal
(b) .......................................... Special Factors--Conflicts of Interest;
Procedural Safeguards
(c) .......................................... Not applicable
14. FINANCIAL INFORMATION ........................ Financial Statements; Selected Financial
Data; Book Value Per Share
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15. PERSONS AND ASSETS EMPLOYED, RETAINED OR
UTILIZED
(a) .......................................... Special Factors--Conflict of Interest;
Procedural Fairness; Background of the Merger
(b) .......................................... Summary--Persons Making Solicitation
16. ADDITIONAL INFORMATION ....................... Where You Can Find More Information
17. MATERIALS TO BE FILED AS EXHIBITS
(a)........................................... 17(a) Loan commitment letter from U.S. Bank
(b)........................................... 17(b)(1) Exvere business valuation of Northwest II
17(b)(2) McKee & Schalka appraisal of Portland motel property
17(b)(3) McKee & Schalka appraisal of Bremerton motel property
17(b)(3) McKee & Schalka appraisal of Yakima motel property
17(b)(4) Opinion of Financial Advisers, Ragen MacKenzie Incorporated
(included in Exhibit (d))
(c) .......................................... None
(d) ......................................... Preliminary proxy statement filed with the Securities and Exchange
Commission on January 6, 1999 (2-76453), and hereafter amended,
and incorporated by reference herein
(e) .......................................... Detailed statement of dissenters' rights
(included in Exhibit (d))
(f) .......................................... None
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SIGNATURES
After due inquiry and to the best of our knowledge and belief, we
certify that the information set forth in this statement is true, complete and
correct.
Dated the 6th day of January, 1999 GERALD L. WHITCOMB, AN INDIVIDUAL
/s/ GERALD L. WHITCOMB
---------------------------------
Gerald L. Whitcomb
COLUMBUS MOTEL PROPERTIES LLC
/s/ GERALD L. WHITCOMB
---------------------------------
Gerald L. Whitcomb,
General Manager
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EXHIBIT INDEX
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EXHIBIT DESCRIPTION
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(a)+ Loan commitment letter from U.S. Bank
(b)(1)+ Exvere business valuation of Northwest II
(b)(2)+ McKee & Schalka appraisal of Portland motel property
(b)(3)+ McKee & Schalka appraisal of Bremerton motel property
(b)(4)+ McKee & Schalka appraisal of Yakima motel property
(b)(5)* Opinion of Financial Adviser, Ragen MacKenzie Incorporated (included
in Exhibit (d)(1))
(c) None
(d)(1)* Preliminary proxy statement filed with the Securities and Exchange
Commission on January 6, 1999 (2-76453), and as hereafter amended,
is incorporated by reference herein)
(e)(1)* Detailed statement of appraisal rights (included in Exhibit (d))
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* Filed herewith
+ To be filed by amendment
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